Bandyopadhyay Backs Indian Pharma, Auto Ancillaries for H2 2026; Calls AI a Structural Threat to Legacy IT

Crude's 19% June crash and projected $70–90B dollar inflows frame a bullish Dalal Street setup, but a 23% monsoon deficit clouds rural demand; Sun Pharma, Divi's, Motherson named; traditional IT flagged as structural avoid.

bt-corporate · 6/30/2026, 10:32:22 AM · Ask about this →